TSE:AD.UN Alaris Equity Partners Income Trust (AD.UN) (AD.UN) Stock Price, News & Analysis → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) Free AD.UN Stock Alerts C$16.49 -0.26 (-1.55%) (As of 05/17/2024 ET) Add Compare Share Share Today's RangeC$16.40▼C$16.7250-Day RangeC$15.45▼C$17.3552-Week RangeC$12.56▼C$17.60Volume52,003 shsAverage Volume56,565 shsMarket CapitalizationC$750.30 millionP/E Ratio3.81Dividend Yield8.25%Price TargetC$20.70 Stock AnalysisStock AnalysisAnalyst ForecastsChartCompetitorsDividendHeadlinesInsider TradesStock AnalysisAnalyst ForecastsChartCompetitorsDividendHeadlinesInsider Trades Get Alaris Equity Partners Income Trust (AD.UN) alerts: Email Address Alaris Equity Partners Income Trust (AD.UN) MarketRank™ Stock AnalysisAnalyst RatingModerate Buy2.67 Rating ScoreUpside/Downside25.5% UpsideC$20.70 Price TargetShort InterestN/ADividend StrengthModerateBased on Four FactorsSustainabilityN/ANews Sentiment0.91Based on 3 Articles This WeekInsider TradingN/AProj. Earnings GrowthN/ASee Full Details Hide Full Details Overall MarketRank™New Rank-Based ScoringMarketRank™ is calculated by averaging available category scores (with extra weight given to analysis and valuation), then ranking the company's weighted average against that of other companies.3.95 out of 5 stars 3.3 Analyst's Opinion Consensus RatingAlaris Equity Partners Income Trust (AD.UN) has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on 2 buy ratings, 1 hold rating, and no sell ratings.Amount of Analyst CoverageAlaris Equity Partners Income Trust (AD.UN) has only been the subject of 1 research reports in the past 90 days.Read more about Alaris Equity Partners Income Trust (AD.UN)'s stock forecast and price target. Previous Next N/A Short Interest Short InterestThere is no current short interest data available for AD.UN. Previous Next 2.5 Dividend Strength Dividend LeadershipAlaris Equity Partners Income Trust (AD.UN) is a leading dividend payer. It pays a dividend yield of 8.08%, putting its dividend yield in the top 25% of dividend-paying stocks.Dividend GrowthAlaris Equity Partners Income Trust (AD.UN) does not have a long track record of dividend growth.Dividend CoverageThe dividend payout ratio of Alaris Equity Partners Income Trust (AD.UN) is 31.41%. This payout ratio is at a healthy, sustainable level, below 75%.Read more about Alaris Equity Partners Income Trust (AD.UN)'s dividend. Previous Next N/A Sustainability and ESG Overall ESG (Environmental, Social, and Governance) ScoreThere is no current Upright™ data available for AD.UN. Previous Next 3.3 News and Social Media Coverage News SentimentAlaris Equity Partners Income Trust (AD.UN) has a news sentiment score of 0.91. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.70 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 3 news articles for Alaris Equity Partners Income Trust (AD.UN) this week, compared to 0 articles on an average week.Search Interest1 people have searched for AD.UN on MarketBeat in the last 30 days. Previous Next 0.0 Company Ownership Insider Buying vs. Insider SellingIn the past three months, Alaris Equity Partners Income Trust (AD.UN) insiders have not sold or bought any company stock.Percentage Held by InsidersOnly 2.23% of the stock of Alaris Equity Partners Income Trust (AD.UN) is held by insiders.Percentage Held by InstitutionsOnly 6.05% of the stock of Alaris Equity Partners Income Trust (AD.UN) is held by institutions.Read more about Alaris Equity Partners Income Trust (AD.UN)'s insider trading history. Previous Next 3.1 Earnings and Valuation Price to Earnings Ratio vs. the MarketThe P/E ratio of Alaris Equity Partners Income Trust (AD.UN) is 3.81, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 122.97.Price to Earnings Ratio vs. SectorThe P/E ratio of Alaris Equity Partners Income Trust (AD.UN) is 3.81, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 37.45.Price to Earnings Growth RatioAlaris Equity Partners Income Trust (AD.UN) has a PEG Ratio of 0.80. PEG Ratios below 1 indicate that a company could be undervalued.Price to Book Value per Share RatioAlaris Equity Partners Income Trust (AD.UN) has a P/B Ratio of 0.76. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities. Previous Next See Top Rated MarketRank™ Stocks Here Ad InvestorPlaceHe called Apple at $1.49 and now he says: “Buy these 6 AI stocks.”For over four decades, Louis Navellier has found the very best tech stocks... Before the rest of the market.Click for his six specific AI stock in the crosshairs About Alaris Equity Partners Income Trust (AD.UN) Stock (TSE:AD.UN)Alaris Royalty Corp. is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consumer products. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Europe, North America with the focus on Canada, and United States. It typically invests between $5 million and $100 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments upto $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Royalty Corp. was founded in 2008 and is based in Calgary, Canada.Read More AD.UN Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart AD.UN Stock News HeadlinesMay 16 at 8:36 AM | seekingalpha.comAlaris Equity: 8% Royalty Yield And Modest Upside To NAVMay 15, 2024 | americanbankingnews.comAlaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) Stock Price Crosses Above 200 Day Moving Average of $15.96May 10, 2024 | finance.yahoo.comAlaris Announces the Trustee Election Results from its Unitholder MeetingMarch 16, 2024 | finance.yahoo.comIs Now The Time To Put Alaris Equity Partners Income Trust (TSE:AD.UN) On Your Watchlist?February 17, 2024 | finance.yahoo.comAlaris Equity Partners Income Trust (AD-UN.TO)February 16, 2024 | morningstar.comAlaris Equity Partners Income Trust Units AD.UNFebruary 15, 2024 | msn.comAlaris Equity Partners Income Trust: Is its 8.24% Dividend Yield Safe?January 9, 2024 | theglobeandmail.comAlaris Equity Partners: Top 10 Undervalued Financial Services Sector Stocks on TSX (AD-UN)November 17, 2023 | seekingalpha.comAlaris: Multiple Levels Of Buffer For This 9.5% YielderNovember 9, 2023 | morningstar.comAlaris Equity Partners Income Trust UnitsSeptember 1, 2023 | finanznachrichten.deAlaris Equity Partners Income Trust: Alaris Equity Partners Announces an Investment of US$59.5 Million into a New PartnerAugust 17, 2023 | msn.comAlaris: A 9% Yield Worth Biting OnAugust 3, 2023 | theglobeandmail.comAlaris Equity Partners Income Trust Releases 2023 Second Quarter ResultsJuly 13, 2023 | ca.finance.yahoo.comInvest in These TFSA Stocks to Retire on Your Own TermsMay 23, 2023 | finance.yahoo.comAlaris Announces TSX Acceptance of Normal Course Issuer BidMay 19, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Friday (AD-UN)May 15, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Monday (AD-UN)May 11, 2023 | finance.yahoo.comAlaris Equity Partners Income Trust Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowApril 19, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Tuesday (AD-UN)April 15, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Friday (AD-UN)April 14, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Thursday (AD-UN)April 12, 2023 | fool.caTSX:AD.UN (Alaris Equity Partners Income Trust)April 12, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Tuesday (AD-UN)April 11, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Monday (AD-UN)April 6, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Thursday (AD-UN)See More Headlines Receive AD.UN Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Alaris Equity Partners Income Trust (AD.UN) and its competitors with MarketBeat's FREE daily newsletter. Email Address Company Calendar Ex-Dividend for 4/15 Dividend3/27/2024Dividend Payable4/15/2024Today5/19/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeTSE SectorFinance Industry Credit Services Sub-IndustryN/A Current SymbolTSE:AD.UN CUSIPN/A CIKN/A Webwww.alarisequitypartners.com Phone+1-403-2280873FaxN/AEmployees14Year FoundedN/APrice Target and Rating Average Stock Price TargetC$20.70 High Stock Price TargetC$24.50 Low Stock Price TargetC$18.00 Potential Upside/Downside+25.5%Consensus RatingModerate Buy Rating Score (0-4)2.67 Research Coverage3 Analysts Profitability EPS (Most Recent Fiscal Year)C$4.33 Trailing P/E Ratio3.81 Forward P/E Ratio8.62 P/E Growth0.8Net IncomeC$206.67 million Net Margins88.30% Pretax MarginN/A Return on Equity22.01% Return on Assets10.99% Debt Debt-to-Equity Ratio6.42 Current Ratio0.66 Quick Ratio2.36 Sales & Book Value Annual SalesC$234.06 million Price / Sales3.21 Cash FlowC$0.58 per share Price / Cash Flow28.23 Book ValueC$21.66 per share Price / Book0.76Miscellaneous Outstanding Shares45,500,000Free FloatN/AMarket CapC$750.30 million OptionableNot Optionable Beta2.10 Elon Musk's Next MoveWondering when you'll finally be able to invest in SpaceX, StarLink, or The Boring Company? Click the link below to learn when Elon Musk will let these companies finally IPO.Get This Free Report Key ExecutivesMr. Stephen Walter King CFACEO, Pres & DirectorMr. Darren Driscoll CAChief Financial OfficerMr. Michael Donald ErvinChief Legal Officer & Corp. Sec.Mr. Gregg Delcourt C.F.A.CFA, Sr. VP of Small Cap InvestmentsMs. Amanda FrazerVP of InvestmentsKey CompetitorsBMO Equal Weight US Banks Index ETFTSE:ZBKAGF ManagementTSE:AGF.BGuardian Capital GroupTSE:GCG.AHarvest Tech Achievers Growth & Income ETFTSE:HTACanopy RiversCVE:RIVView All Competitors AD.UN Stock Analysis - Frequently Asked Questions Should I buy or sell Alaris Equity Partners Income Trust (AD.UN) stock right now? 3 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Alaris Equity Partners Income Trust (AD.UN) in the last twelve months. There are currently 1 hold rating and 2 buy ratings for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" AD.UN shares. View AD.UN analyst ratings or view top-rated stocks. What is Alaris Equity Partners Income Trust (AD.UN)'s stock price target for 2024? 3 Wall Street analysts have issued 1-year price targets for Alaris Equity Partners Income Trust (AD.UN)'s shares. Their AD.UN share price targets range from C$18.00 to C$24.50. On average, they expect the company's stock price to reach C$20.70 in the next year. This suggests a possible upside of 25.5% from the stock's current price. View analysts price targets for AD.UN or view top-rated stocks among Wall Street analysts. How have AD.UN shares performed in 2024? Alaris Equity Partners Income Trust (AD.UN)'s stock was trading at C$16.29 at the beginning of the year. Since then, AD.UN stock has increased by 1.2% and is now trading at C$16.49. View the best growth stocks for 2024 here. How often does Alaris Equity Partners Income Trust (AD.UN) pay dividends? What is the dividend yield for Alaris Equity Partners Income Trust (AD.UN)? Alaris Equity Partners Income Trust (AD.UN) declared a quarterly dividend on Wednesday, March 27th. Investors of record on Monday, April 15th will be given a dividend of 0.34 per share on Monday, April 15th. This represents a $1.36 annualized dividend and a dividend yield of 8.25%. The ex-dividend date is Wednesday, March 27th. Read our dividend analysis for AD.UN. Is Alaris Equity Partners Income Trust (AD.UN) a good dividend stock? Alaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) pays an annual dividend of C$1.36 per share and currently has a dividend yield of 8.08%. AD.UN has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The dividend payout ratio is 31.41%. This payout ratio is at a healthy, sustainable level, below 75%. Read our dividend analysis for AD.UN. How do I buy shares of Alaris Equity Partners Income Trust (AD.UN)? Shares of AD.UN stock and other Canadian stocks can be purchased through an online brokerage account. Popular online brokerages with access to the Canadian stock market include BMO InvestorLine, CIBC Investor's Edge, Desjardins Online Brokerage, HSBC InvestDirect, Laurentian Bank Discount Brokerage, National Bank Direct Brokerage, Qtrade Investor, Questrade, RBC Direct Investing, Scotia iTrade, TD Direct Investing, and Virtual Brokers.Compare Top Brokerages Here. This page (TSE:AD.UN) was last updated on 5/19/2024 by MarketBeat.com Staff From Our PartnersBuy this small stock before coming AI Tidal WaveChaikin AnalyticsCEO of Biggest AI Chipmaker Just Dropped a Bombshell…Banyan Hill PublishingShocking $16T Elon Musk Crypto LeakCrypto 101 MediaForget Bitcoin: This $8 Stock Is the Next Big ThingBehind the MarketsDems have chosen Biden replacement?Paradigm PressHow Biden has already won 2024Porter & CompanyExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersA letter is coming from the "Bureau of the Fiscal Service".Stansberry Research Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Alaris Equity Partners Income Trust (AD.UN) Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.